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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Walk Softly who wrote (3952)	11/3/1999 10:12:00 PM
From: Walk Softly	Respond to of 19428

BFT heavy buying into close could gap up tomorrow... look for 30s soon... consolidation... then holiday rally into high 40s maybe low 50s as everyone gets ready for new year's resolutions... like HDI the profits are in the add-ons/accessories (vitamins, personal trainers, retail stores, special products etc) modeled after razor/blades plan.... why would anyone short THE one and only DOMINATOR in health clubs.... (if you travel and want a nationalized chain to spend time away from home you have your choice, the YMCA or BFT) kind'da makes reason stare when you think about it..... they have zero competition... will double in size within 5 years... OCF/EBITDA makes them an enviable takeover candidate... anyone put you into this short ought to be thrashed... the only folks short this were the big fund managers having huge positions going into seasonal market weakness looking to hedge positions....

To: Walk Softly who wrote (3952)	11/4/1999 8:34:00 AM
From: lindend	Read Replies (1) \| Respond to of 19428

Short BFT at these levels was very foolish First off, you have no idea of my entry position and I'm in the black on this one. If the rest of your logic is as sound as this preposterous statement, I'm even more confident of my BFT short. why would anyone short THE one and only DOMINATOR in health clubs. Maybe because one has to cover one's nose before looking at the books? Super aggressive accounting only covers up problems for so long. Look at MXT...its skyrocketed lately, but what does that prove? however, passed with flying colors... Hardly. BB- isn't exactly top tier debt. Don't forget this statement: offset in part by a still highly leveraged balance sheet Won't be helpful in an era of higher interest rates. Why are you so aggressive in touting BFT? Does it bother you that people are ignoring your promotion attempts?